OUR SUITE OF PRODUCTS
MAKE THE DIFFERENCE
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results.
We believe, our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.
At Platinum Wealth Partners, we provide assistance in the following areas:
Unit Investment Trusts
Exchange Traded Funds
Separate Account Managers
Discretionary Mutual Fund Portfolios
Discretionary Equity and ETF Models
401(k) / 403(b) Plans
Money Purchase Plans
Profit Sharing Plans
Defined Benefit Plans
Long Term Disability
Long Term Care Insurance
Indexed Universal Life
Life Insurance Retirement Plans
Full Financial Plans
Executive Compensation Planning
Family Office Services
Conventional Home Loans
Jumbo Home Loans
Pledged Asset Line of Credit
WORKING WITH AN
The success of your relationship with your advisor relies on open, two-way communication. How much communication you have with your advisor is something you should establish at the outset. Ask your advisor the following questions to make sure you and your adviser know what to expect:
• How often will you communicate with me?
• Will you work directly with me, or will I be working with others on your staff?
• What regular reports will I receive?
Be clear on how your portfolio will be managed. Ask your advisor:
• What investment style will you apply to my portfolio?
• How will that help me achieve my goals?
• Will my portfolio look like your other client portfolios, or reflect my specific needs?
• Are you willing to make adjustments as my needs change?
Agree on how they’ll measure progress:
• How often will you provide portfolio statements?
• Will they be presented on a gross or net of fees basis?
• What benchmark will you use to compare my portfolio’s performance?
It’s important that your adviser has a full picture of your financial situation, including assets managed elsewhere. This information, along with your investment goals and risk tolerance, will help you and your adviser determine an appropriate target rate of return and mix of assets for your portfolio.
Also, be sure to ask where your assets will be held. You want to be confident that your advisor has chosen a reputable custodian for your portfolio holdings and that reports will be available to you. Periodically reviewing custodial reports and independently verifying the information is a good way to protect yourself from fraud.
The information contained in this piece is not intended to and does not provide legal, tax, or investment advice. It is provided for informational and educational use only. Please consult a qualified professional for consideration of your specific situation.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
© 2012-2018 Platinum Wealth Partners. All rights reserved. Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners LLC (GLA). A registered investment advisory firm.